Creating an SMTP setting definition

Watch this video to see how to create an SMTP setting definition or follow the steps below it.

Navigate to the correct window

  1. Navigate to System / Mail Settings / SMTP Settings.

Create the SMTP definition

  1. Enter a descriptive name for the SMTP server definition in the SMTP Name text box.
    Press the Enter button.
  2. Check that a confirmation window has appeared with the following message: The SMTP definition does not exist – do you want to create it?
  3. Click the Yes button.

Enter the details

  1. Enter the address of the SMTP mail server you want to connect to in the Mail Server text box.
  2. Enter Y in the Authenticate text box if the email server requires authentication (requires a username and password), or N if the email server does not require authentication.
  3. If you want all users to have the same authentication details and send emails from the same mailbox enter a username and password in the username and password textboxes. (If you want each user to have different authentication details do not enter a username and password here, this will be entered in when you set up the user email settings. If this is the case you need to enter Y in the Authenticate text box).
  4. Enter the port value for outgoing emails in the Port text box.
  5. Enter Y in the Use TLS text box if your service provider requires TLS or SSL to be used, or enter N if it is not required.
  6. Enter the maximum amount of time (in seconds) Fincon Accounting should wait for a connection to be established, before it times out, in the Time Out (Seconds) text box.
  7. Optional – Enter an email address in the BCC text box, to which all emails sent on the relevant SMTP server will be BCC’ed.

Save the definition

  1. Click the Accept button.
The username and password entered here will be replaced with specific user authentication details if they are set up in the next step.

After the SMTP setting definition has been set up you need to create user email settings.
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